Institutional Ownership Invesco Exc Self Ind Tr (BSCU)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr (BSCU). We have compiled data on the 233 institutions that hold shares in the stock, with a total of 86.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
22,949
shares
|
$389,903
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
21,905
shares
|
$372,165
0.17% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
21,230
shares
|
$360,697
0.01% of portfolio
|
Q2 2025
Added 57.35%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
21,035
shares
|
$357,384
0.0% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
20,008
shares
|
$339,935
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
19,253
shares
|
$327,108
0.12% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
18,707
shares
|
$317,831
0.01% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
18,603
shares
|
$316,064
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Aug 01, 2025 Q2 2025 |
17,653
shares
|
$299,924
0.07% of portfolio
|
Q2 2025
Added 15.85%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
17,211
shares
|
$292,414
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
16,805
shares
|
$285,516
0.19% of portfolio
|
Q2 2025
Added 12.08%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
16,191
shares
|
$275,085
0.08% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
15,653
shares
|
$265,944
0.04% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
15,523
shares
|
$263,735
0.04% of portfolio
|
Q2 2025
Added 8.48%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
15,455
shares
|
$262,580
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Sep 09, 2025 Q2 2025 |
15,260
shares
|
$259,267
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
15,230
shares
|
$258,757
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
15,093
shares
|
$256,430
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
15,093
shares
|
$256,430
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
14,958
shares
|
$254,136
0.17% of portfolio
|
Q1 2025
Added 22.74%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
14,830
shares
|
$251,961
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
14,708
shares
|
$249,888
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
14,672
shares
|
$249,277
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
14,609
shares
|
$248,206
0.02% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
14,157
shares
|
$240,527
0.0% of portfolio
|
Q2 2025
Added 0.79%
|